Staffing Ninja | Call Center Banker

3 weeks ago

phoenix, United States Staffing Ninja Full time

Job Title: Call Center Banker (Bilingual - Spanish)

Location: Phoenix, AZ (Onsite)

Employment Type: Permanent

Salary: $24.00 – $26.00/hour


About Us:-

At Client, we are driven by a common purpose: to improve financial lives through meaningful connections. Our focus on Responsible Growth enables us to deliver for our clients, teammates, communities, and shareholders while fostering an inclusive and diverse workplace.

We invest heavily in our teammates, offering competitive benefits to support their physical, emotional, and financial well-being. At Client, you’ll have the chance to grow, make a difference, and be part of a team that values collaboration and flexibility.


Position Overview:-

The Call Center Banker (Bilingual - Spanish) is responsible for engaging with clients to understand their unique financial needs and connecting them with the appropriate solutions the bank offers. You will handle service requests, recommend products, and build lasting client relationships, all while providing an exceptional customer experience in a call center environment.


Key Responsibilities:-

  • Build and deepen relationships by identifying client financial needs and recommending suitable products, services, and solutions.
  • Handle client inquiries and concerns with customized solutions.
  • Sell and fulfill banking products, including checking/savings accounts, credit cards, Certificates of Deposit (CDs), IRAs, and loans.
  • Identify opportunities for licensed financial services and refer clients to appropriate partners.
  • Provide accurate quotes for rates, terms, and programs for banking solutions.
  • Ensure compliance with risk management standards during every transaction.


Required Qualifications:-

  • Bilingual proficiency in Spanish and English (written and spoken).
  • Passion for delivering exceptional client experiences and improving financial lives.
  • Commitment to teamwork and flexibility to work weekends and holidays.
  • Strong communication skills to engage clients, build rapport, and handle objections.
  • Ability to receive feedback and adapt to new technology and processes.
  • Intermediate-level computer proficiency.
  • Self-motivated with excellent organizational and problem-solving skills.


Preferred Qualifications:-

  • Experience in the banking or financial industry.
  • Previous experience in a call center environment.
  • Background in telephone sales or customer service.
  • Familiarity with multi-solution customer offerings and bundling services.


Key Skills:-

  • Attention to Detail
  • Active Listening
  • Problem Solving
  • Customer and Client Focus
  • Business Development
  • Adaptability
  • Referral Identification


Why Join Us?

  • Competitive benefits, including tuition reimbursement, dependent care support, generous 401(k), and paid time off.
  • Flexible scheduling options to support work-life balance.
  • Opportunity to collaborate with a team of professional sales specialists in a call center setting.
  • Be part of an organization that values inclusion, growth, and making an impact.


Additional Information:-

  • Relocation Assistance: Not available.
  • Sponsorship: Not available.
  • Direct Reports: No.
  • Equity: Not included.
  • Variable Compensation: Not included.

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